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Social Security: Maximizing Benefits
Why Medicare Should Be Part of Your Retirement Strategy
Prepare for a Recession – Rolling or Otherwise
Many People Don’t Plan for the Reality of Retirement
9 Key Takeaways on SECURE Act 2.0
Knowledge is Power, Especially When It Comes to Money
Is Your Insurance Santa Proof?
2022 Veterans Day Discounts and Perks
Trick or Treat Times for Your Neighborhood 2022 NW Ohio & SE Michigan
Top 6 Retirement Planning Tips For Your Mid-60s and Beyond
Why Medicare Should Be Part of Your Retirement Strategy
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Take Lump Sum or Annuity Lottery Payout?
Important Birthdays Over 50
The Importance of Assessing Your Life Insurance Needs
9 Facts About Retirement
Knowledge is Power, Especially When It Comes to Money
Take a Fresh Look at Your Goals, Revisit Your Fiscal and Financial Priorities Each Day
Investors Need to Understand Their Risk
Don’t Be Your Own Worst Enemy
Financial Wellness—How do you score?
Northwest Ohio Area Fireworks Guide
Four Really Good Reasons to Invest
Caring for Aging Parents
Building Your Legacy
Budget Check Up: Tax Time Is the Right Time
Financial Wellness – How Do You Score?
Does Your Portfolio Fit Your Retirement Lifestyle?
Healthy Body, Healthy Pocketbook
Election 2020: Preparing for Any Outcome
Reflect, Reset, Rebalance Your Life
Can Social Security Benefits Help with Longevity Risk?
Many People Don’t Plan for the Reality of Retirement
Take Charge of Your 401(k) Guide (Download)
How and Why to Discuss End of Life Discussions with Parents (Download)
Financial Conversations with Your Parents Checklist (Download)
Understanding Long Term Care
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About
About Us
Community Initiatives
What We Do
Estate Planning
Home, Auto, & Commercial Insurance
Living in Retirement
Medicare
Planning for the Unexpected
Retirement Planning
Transitioning to Retirement
Team
Meet Your People
Florida Office
Resources
Complimentary Educational White Papers
Market Review
Medicare AEP Forms
Peace of Mind Checklist
Blog
Retire Well Program
Retire Well TV Show
Events
Retirement Planning Workshops
Retire Well
Welcome to Medicare
Contact